Wealthcare Advisory Partners LLC Spdr Ser Tr Spdr Portfolio Mor Transaction History

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Spdr Ser Tr Spdr Portfolio Mor stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 13,909 shares of SPMB stock, worth $303,216. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,909
Previous 13,897 0.09%
Holding current value
$303,216
Previous $299,000 4.68%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$21.35 - $22.73 $256 - $272
12 Added 0.09%
13,909 $313,000
Q2 2024

Aug 09, 2024
SELL
$20.97 - $21.76 $105,919 - $109,909
-5,051 Reduced 26.66%
13,897 $299,000
Q1 2024

Apr 15, 2024
BUY
$21.41 - $22.04 $83,006 - $85,449
3,877 Added 25.72%
18,948 $411,000
Q4 2023

Feb 06, 2024
SELL
$20.11 - $22.18 $94,114 - $103,802
-4,680 Reduced 23.7%
15,071 $332,000
Q3 2023

Oct 12, 2023
SELL
$20.73 - $21.96 $50,788 - $53,802
-2,450 Reduced 11.04%
19,751 $410,000
Q2 2023

Jul 17, 2023
SELL
$21.68 - $22.43 $667,527 - $690,619
-30,790 Reduced 58.1%
22,201 $486,000
Q1 2023

May 04, 2023
BUY
$21.47 - $22.62 $33,987 - $35,807
1,583 Added 3.08%
52,991 $1.18 Million
Q4 2022

Feb 13, 2023
BUY
$20.76 - $22.35 $213,890 - $230,272
10,303 Added 25.07%
51,408 $1.12 Million
Q3 2022

Nov 14, 2022
BUY
$21.2 - $23.55 $528,282 - $586,842
24,919 Added 153.95%
41,105 $882,000
Q2 2022

Aug 15, 2022
BUY
$22.01 - $23.84 $356,253 - $385,874
16,186 New
16,186 $370,000
Q4 2021

Feb 11, 2022
SELL
$25.33 - $25.72 $8.49 Million - $8.62 Million
-334,986 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$25.67 - $25.95 $1.06 Million - $1.08 Million
41,467 Added 14.13%
334,986 $8.62 Million
Q2 2021

Aug 16, 2021
BUY
$25.73 - $26.03 $1.26 Million - $1.27 Million
48,915 Added 20.0%
293,519 $7.59 Million
Q1 2021

Apr 30, 2021
BUY
$25.91 - $26.47 $2.91 Million - $2.97 Million
112,259 Added 84.82%
244,604 $6.34 Million
Q4 2020

Feb 12, 2021
BUY
$26.39 - $26.62 $1.41 Million - $1.42 Million
53,248 Added 67.32%
132,345 $3.5 Million
Q3 2020

Oct 29, 2020
BUY
$26.58 - $26.79 $2.1 Million - $2.12 Million
79,097 New
79,097 $2.11 Million

Others Institutions Holding SPMB

# of Institutions
219
Shares Held
243M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

SPMB Quotes by TradingView
  • Ticker SPMB
  • Sector ETFs
  • Industry ETFs
More about SPMB
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email